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Building 2ADVANCED WEALTH MANAGEMENT

Map pinSARASOTA, FL
Phone941-451-8512
NotebookSEC #801-136416
Total AUM
$110.7M
Employees
4
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1990 MAIN STREET
SUITE 750
SARASOTA
FL 34236
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
941-451-8512
Other Offices
2

ReceiptFinancials

Total AUM
$110.7M
Accounts
520
Discretionary
$110.7M
Accounts
520
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
137
AUM
$58M
HNW Individual Clients
31
AUM
$52.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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